1821 Commits

Author SHA1 Message Date
Thomas Kaul
1b81409b35
Add OpenAlternative logo (#3225) 2024-04-01 09:02:10 +02:00
Francisco Silva
8cd6c34ed8
Feature/introduce portfolio calculator factory (#3214)
* Introduce portfolio calculator factory

* Update changelog
2024-03-31 20:07:58 +02:00
Thomas Kaul
0c68474802
Extract locales (#3223) 2024-03-31 11:41:44 +02:00
qiaoy
af47889d65
Add Chinese translations (#3215)
* Add Chinese translations
2024-03-31 11:24:32 +02:00
Thomas Kaul
51203ec96e
Feature/setup chinese (#3220)
* Set up chinese

* Update changelog
2024-03-31 10:46:30 +02:00
Thomas Kaul
f1eeee0525
Feature/extend date range support by specific years (#3190)
* Extend date range support by specific years

* Support date range in benchmark endpoint

* Support date range in activities endpoint

* Update changelog
2024-03-30 13:06:42 +01:00
Thomas Kaul
5ffc39c32f
Feature/improve usability to delete asset profile (#3208)
* Disable delete button for benchmarks

* Update changelog
2024-03-30 11:23:59 +01:00
Fedron
a668a66e84
Feature/add missing dates to edit historical market data in asset profile details dialog (#3206)
* Add missing dates to edit historical market data in asset profile details dialog

* Update changelog
2024-03-30 08:50:06 +01:00
Thomas Kaul
63a61fb492
Move portfolio calculator (#3204)
* Move portfolio calculator
2024-03-29 17:47:44 +01:00
Thomas Kaul
5788c6474e
Refactor portfolio calculator (#3203)
* Refactor portfolio calculator

* Consume Activity[]
* Change computeTransactionPoints() to private
* Eliminate getTransactionPoints()

* Update changelog
2024-03-29 17:34:22 +01:00
Thomas Kaul
5529fdc0ee
Move transaction points to constructor (#3202) 2024-03-29 13:50:24 +01:00
Thomas Kaul
88a9b518f6
Bugfix/fix issue with overridden names in activities table (#3200)
* Fix issue with overridden names

* Update changelog
2024-03-29 09:50:04 +01:00
Fedron
98de2355c4
Feature/Support overriding name of asset profile dialog (#3199)
* Support overriding name of asset profile dialog

* Update changelog
2024-03-29 09:35:41 +01:00
helgehatt
b41eb60348
Fix chart tooltip of benchmark comparator (#3167)
* Fix chart tooltip of benchmark comparator

* Update changelog
2024-03-28 18:23:56 +01:00
Christoph Califice
0edebe30e1
Feature/Add user account currency to export (#3194)
* Add user account currency to export

* Update changelog
2024-03-27 18:08:34 +01:00
Thomas Kaul
50391e199a
Feature/improve generation of random strings (#3196)
* Replace Math.random() with crypto.randomBytes()

* Update changelog
2024-03-26 17:43:42 +01:00
Thomas Kaul
a33f8d5bed
Upgrade @types/big.js to version 6.2.2 (#3191)
* Upgrade @types/big.js to version 6.2.2

* Refactor imports
2024-03-25 08:34:30 +01:00
Thomas Kaul
458ef169f4
Feature/add support for toncoin cryptocurrency (#3189)
* Add Toincoin

* Update changelog
2024-03-24 09:50:00 +01:00
Thomas Kaul
87bf8df1c3
Bugfix/missing performance chart in presenter view (#3181)
* Fix missing performance chart in presenter view

* Update changelog
2024-03-23 19:41:28 +01:00
Thomas Kaul
3f7d6b25c7
Feature/extend faq by backup strategy (#3180)
* Add backup strategy

* Update changelog
2024-03-23 19:10:23 +01:00
Thomas Kaul
8a062e03ab
Feature/add benchmark name to tooltip of benchmark comparator (#3177)
* Add benchmark name to chart tooltip

* Update changelog
2024-03-23 09:38:35 +01:00
Miguel Coxo
87cc887865
Feature/Set meta theme color dynamically to respect appearance (#3129)
* Set meta theme color dynamically to respect appearance (dark mode)

* Update changelog
2024-03-19 20:11:34 +01:00
Thomas Kaul
61ecd15f1d
Feature/change edit button to a in admin market data page (#3164)
* Change edit button to a

* Update changelog
2024-03-19 19:55:08 +01:00
Thomas Kaul
eb853f05ae
Feature/add support to delete asset profile from dialog (#3165)
* Add support to delete asset profile from dialog

* Update changelog
2024-03-19 19:27:16 +01:00
Thomas Kaul
6285417903
Feature/change grant private access with permissions to general availability (#3169)
* Change grant private access with permissions from experimental to general availability

* Update changelog
2024-03-19 19:25:43 +01:00
Thomas Kaul
ca674a654e
Feature/add symbol and isin to position detail dialog (#3163)
* Add symbol and ISIN

* Update translations

* Update changelog
2024-03-18 13:58:46 +01:00
Thomas Kaul
7e28e42995
Feature/exclude fees from holdings (#3160) 2024-03-16 18:59:23 +01:00
Thomas Kaul
e21563d903
Feature/increase timeout to load benchmarks (#3158)
* Increase request timeout

* Update changelog
2024-03-16 18:15:34 +01:00
Gerard Du Pre
c289793c6d
Feature/switch between active and closed holdings (#3146)
* Switch between active and closed holdings on the portfolio holdings page

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-16 14:20:58 +01:00
Thomas Kaul
a90c067da0
Clean up (#3157) 2024-03-16 13:40:23 +01:00
Thomas Kaul
38c2baf943
Feature/improve exception handling of current investments in various rules (#3156)
* Improve exception handling

* Update changelog
2024-03-16 12:29:21 +01:00
Thomas Kaul
82c78cad6b
Format (#3155) 2024-03-16 12:28:58 +01:00
Thomas Kaul
bffe6060bd
Pass portfolio calculator to getChart() (#3153) 2024-03-16 10:05:16 +01:00
Thomas Kaul
841bd5c33f
Bugfix/fix dividend accumulation in symbol metrics (#3152)
* Fix total dividend calculation

* Update changelog
2024-03-16 10:04:57 +01:00
rodriguestiago0
3b895afc9e
Enable account balance update for fee and interest activities (#3145)
* Enable account balance update for fee and interest activities

* Update changelog
2024-03-15 18:56:17 +01:00
Thomas Kaul
00c2ede85e
Feature/improve usability of platform and tag management (#3144)
* Improve usability

* Update changelog
2024-03-15 08:37:41 +01:00
Thomas Kaul
8420cb830c
Feature/add product roadmap to faq (#3143)
* Add product roadmap

* Update changelog
2024-03-14 14:09:20 +01:00
helgehatt
a0ddd1f9b9
Fix date conversion in import of historical market data (#3117)
* Fix date conversion in import of historical market data

* Update changelog
2024-03-13 20:44:33 +01:00
Thomas Kaul
671e4e316b
Release 2.63.2 (#3138) 2024-03-12 20:50:32 +01:00
Thomas Kaul
473136e9aa
Release 2.63.1 (#3135)
* Release 2.63.1
2024-03-11 21:35:43 +01:00
Thomas Kaul
7a364472c8
Bugfix/fix liability issue in allocations (#3133)
* Remove liabilities from allocations calculation

* Update changelog
2024-03-11 20:16:56 +01:00
Thomas Kaul
e792924606
Update OSS friends (#3132) 2024-03-11 20:15:32 +01:00
Thomas Kaul
d32dd5e860
Feature/upgrade countries list to version 3.1.0 (#3131)
* Upgrade countries-list to version 3.1.0

* Update changelog
2024-03-11 19:16:20 +01:00
Thomas Kaul
bb86f85203
Feature/add available home server systems to faq (#3126)
* Add available home server systems

* Update changelog

* Add CasaOS to README.md
2024-03-10 09:50:43 +01:00
gizmodus
0bca8897d6
Fix average price calculation by only considering BUY transactions (#3125)
* Fix average price calculation by only considering buy transactions

* Update changelog
2024-03-10 09:35:47 +01:00
Thomas Kaul
eb75be8535
Optimize details endpoint (#3123)
* Make summary optional

* Introduce dedicated holdings endpoint

* Update changelog
2024-03-09 19:56:26 +01:00
Thomas Kaul
6d2a897366
Refactor orders with activities (#3122) 2024-03-09 17:17:52 +01:00
Thomas Kaul
d8bfb23f20
Refactor reduce() with getSum() (#3121) 2024-03-09 16:53:59 +01:00
Gerard Du Pre
d9d71e7827
Fix issue with removing account from activity (#3112)
* Fix issue with removing account from activity

* Update changelog

---------

Co-authored-by: Thomas Kaul <4159106+dtslvr@users.noreply.github.com>
2024-03-09 15:52:05 +01:00
Thomas Kaul
b642ce08e5
Refactor item type (#3119) 2024-03-09 12:32:56 +01:00